ISOPlanner release 2.9.0 – September 11, 2023

We are proud to say that the new release 2.9 has successfully gone live on September 11, 2023.

This release contains a number of new features and improvements as we build towards ISOPlanner 3.0, which will be delivered in early October. In addition, minor bugs have been fixed.

New features in version 2.9 #

  • All task screens have ‘Top tasks’.
  • Immediately start a follow-up action from a task.
  • Assign ownership to items in the Library.
  • Library shows version and date modified of SharePoint.
  • Library menu items moved.
  • Processes have become part of the Basic subscription.
  • Specific dashboards for standard requirements, risks and controls.
  • Knowledge base on our website.

Upcoming features in version 3.0 #

  • Document approval module.
  • Module for KPIs.
  • Introduction of the concept ‘Events’.
  • Custom forms for tasks and events.
  • Integration with Microsoft Power Automate .

We will send an extensive email next week about the introduction of ISOPlanner 3.0 in which we explain the new options.

All task screens have ‘Top tasks’ #

Buttons have been added at the top of the task screens to quickly perform actions.

  • Open series (this was previously a link) – If the task is a series of repetitive tasks, this button is visible.
  • Open task (this was previously a link) – When the series is opened from the task via the ‘Open series’ button, this button is visible to return to the task.
  • Follow-up action (new) – This button is visible on an already created or completed task. This allows you to quickly create a follow-up action based on a template. The relationship between the task and the next action is visible on the Context tab.
  • Complete (new) – This button is visible when the task is still in the status ‘Completed’. The task is set to Completed and saved.
  • Template (previously a link) – Allows you to choose a template for new tasks.
  • […] (merged menu) – This button opens a submenu containing the following functionalities that were previously elsewhere on the screen.
    • Create and Edit Copy – This button was available as a sub menu of the ‘Save’ button.
    • Save as new template – This button was available as a sub menu of the ‘Save’ button.
    • Delete – This button was located at the bottom right of the screen.

Immediately start a follow-up action from a task #

This function is housed as ‘Top task’ in the tasks screen’. It often happens that new tasks need to be registered as a follow-up to others.

For example, after an internal audit or a check based on the annual plan, a non-conformity may be observed. You can create task templates for this. For example, for an incident, a general deviation or an improvement. From the task in the annual plan you can now directly select ‘Follow-up action’ and choose a template. There will be a new one task shown based on this template. You can continue to complete this as you are used to and the relationship with the original task will be retained and visible on the Context tab. This way you can easily navigate during the audit from the control to the problem registration and to the solution.

In the example below you can see that this task ‘Data breach ‘ was created as a follow-up action to the task ‘Check Lastpass dashboard’. From here you can also take a follow-up action towards a solution.

Assign ownership to items in the Library #

It is now possible to assign an owner to each item. Select 1 or more items and choose the menu ‘Selection -> Assign owner’. Select a user by typing and click Save. You can filter by owner using the filter at the top.

Library shows version and date modified of SharePoint #

The library now includes version and last modified dates for files and pages on SharePoint. This information is loaded from SharePoint in the background as soon as you open the Library. Behind the version there may be an icon with the publication status (checked out or draft).

Library menu items moved #

The Validation menu has been removed and the options for validating library items and hyperlinks on SharePoint pages have been merged under the ‘Selection’ menu. These functions now work on the selected items. This also applies to the menu option ‘Remove’.

Processes have become part of the Basic subscription #

The Process Registration module is now part of the Basic subscription. You can find this in the main menu ‘Organization’. This menu may not yet be visible. You can activate this module under Administration -> Settings -> Modules.

The purpose of this module is to create a hierarchical overview of processes related to ISO standards. Standard requirements, risks, controls and documents can be linked to each process and processes can be linked to tasks. An overview of tasks can be provided from the process so that it is quickly clear what has been carried out in the context of a process. When risks are linked to processes, a report can be made showing the risk distribution between the processes.

Specific dashboards for standard requirements, risks and controls #

Each standard requirement, risk and control can be provided with its own dashboard. These are currently empty and widgets can be placed on them just like on the home screen. This can be useful to show specific information such as documents from the library or a filtered overview of tasks, for example incidents.

On the dashboard of a risk, all widgets from all dashboards of linked controls are automatically merged for a good picture of the status of the risk. Furthermore, an overview is provided of all outstanding tasks linked to the linked controls. This improves the provision of information for the (annual) assessment of the risk.

Knowledge base on our website #

A first version of the knowledge base is available at https://isoplanner.app/help . All screens are briefly explained here. We will be working on expanding and improving layout and readability in the near future. We appreciate feedback!